Turning Point Benefit Group’s Invesco BulletShares 2029 High Yield Corporate Bond ETF BSJT Stock Holding History

Turning Point Benefit Group’s Portfolio BSJT Stock Details BSJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.37M	Buy	112,136 +44,430	+66%	+$942K	1.02%	32
2026 Q1	$1.43M	Sell	67,706 -6,537	-9%	-$140K	0.91%	23
2025 Q4	$1.6M	Buy	74,243 +21,652	+41%	+$465K	0.83%	33
2025 Q3	$1.14M	Buy	52,591 +18,565	+55%	+$399K	0.69%	32
2025 Q2	$732K	Buy	34,026 +13,438	+65%	+$283K	0.55%	35
2025 Q1	$418K	Buy	+20,588	New	+$442K	0.39%	43

Other funds holding BSJT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $888M AUM 16.86% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Turning Point Benefit Group's BSJT Position: Q2 2026 in Review

Turning Point Benefit Group increased its Invesco BulletShares 2029 High Yield Corporate Bond ETF (BSJT) stake by 66% in Q2 2026, buying an estimated $942K and bringing the position to 112,136 shares worth $2.37M. The position accounts for 1.02% of the portfolio, ranked #32.

Turning Point Benefit Group first reported a position in BSJT in Q1 2025 and has held it in 6 quarters since. 117 funds tracked by Wall St. Rank hold BSJT as of Q2 2026.

Turning Point Benefit Group held 112,136 shares of Invesco BulletShares 2029 High Yield Corporate Bond ETF worth $2.37M as of Q2 2026.
Turning Point Benefit Group bought 44,430 Invesco BulletShares 2029 High Yield Corporate Bond ETF shares in Q2 2026, an estimated $942K.
Invesco BulletShares 2029 High Yield Corporate Bond ETF made up 1.02% of Turning Point Benefit Group's portfolio in Q2 2026, its #32 holding.
Turning Point Benefit Group first reported a position in Invesco BulletShares 2029 High Yield Corporate Bond ETF in Q1 2025 and has held it in 6 quarters since.
117 funds tracked by Wall St. Rank held Invesco BulletShares 2029 High Yield Corporate Bond ETF as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.